Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Buy
12,965
+6,463
+99% +$528K 0.35% 79
2025
Q1
$645K Buy
6,502
+1,480
+29% +$147K 0.23% 83
2024
Q4
$504K Buy
5,022
+1
+0% +$100 0.27% 68
2024
Q3
$458K Buy
5,021
+1,938
+63% +$177K 0.24% 70
2024
Q2
$251K Sell
3,083
-681
-18% -$55.5K 0.15% 80
2024
Q1
$302K Buy
3,764
+4
+0.1% +$321 0.2% 73
2023
Q4
$264K Sell
3,760
-2,061
-35% -$145K 0.23% 58
2023
Q3
$369K Sell
5,821
-1,075
-16% -$68.2K 0.27% 41
2023
Q2
$426K Buy
+6,896
New +$426K 0.36% 40